+60.6%
KKR vs P
+190.3%
-129.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +6.3% | -4.6% | +0.3% |
| 7D | +0.1% | -9.6% | +9.7% | +1.8% |
| 30D | +7.9% | -33.4% | +41.3% | +16.5% |
| 3M | -4.4% | +14.2% | -18.6% | -9.9% |
| 6M | -4.0% | +31.6% | -35.5% | -14.2% |
| YTD | -22.6% | +53.5% | -76.1% | -34.2% |
| 1Y | -18.6% | +14.2% | -32.7% | -26.9% |
| 3Y | +60.6% | +190.5% | -129.9% | +3.9% |
| All | +60.6% | +190.3% | -129.7% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded P wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling